SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 129 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,178,362 | +42.0% | 56,652 | +49.6% | 0.70% | +42.3% |
| Q2 2023 | $829,965 | +7.7% | 37,881 | +9.0% | 0.49% | +1.6% |
| Q1 2023 | $770,617 | +12.2% | 34,744 | +9.8% | 0.49% | +7.8% |
| Q4 2022 | $686,844 | +1.0% | 31,652 | -0.2% | 0.45% | -6.2% |
| Q3 2022 | $680,000 | -22.7% | 31,713 | -17.6% | 0.48% | -16.8% |
| Q2 2022 | $880,000 | -15.3% | 38,508 | -5.9% | 0.58% | +1.6% |
| Q4 2021 | $1,039,000 | +2.6% | 40,927 | -3.1% | 0.57% | -2.6% |
| Q1 2021 | $1,013,000 | – | 42,258 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 7,025,524 | $181,680,000 | 9.80% |
| Financial Engines Advisors L.L.C. | 105,670,318 | $2,732,634,000 | 7.93% |
| KWB Wealth | 1,280,124 | $33,194,000 | 6.37% |
| Concord Wealth Partners | 769,431 | $19,897,000 | 5.70% |
| Leicht Financial Planning & Wealth Management, Inc. | 255,355 | $6,606,000 | 4.01% |
| Good Life Advisors, LLC | 640,157 | $16,554,000 | 3.14% |
| Chesapeake Wealth Management | 338,835 | $8,762,000 | 2.84% |
| TOWNSQUARE CAPITAL LLC | 3,193,500 | $82,615,000 | 2.67% |
| Values First Advisors, Inc. | 150,205 | $3,884,000 | 2.64% |
| Pinnacle Wealth Management Group, Inc. | 122,969 | $3,180,000 | 2.32% |